Areas of expertise: the development, training, and implementation of fee-based financial planning within the firm including the integration of the investment and comprehensive financial planning processes.
Master’s in Business Administration from The University of Houston, Bachelor’s degree in Industrial Management from Purdue University.
Timothy S. Johnson, J.D.*, CRPC
Chief Investment Strategist
Areas of expertise include fixed-income, equity allocations, alternative investments and affluent wealth management.
BA in Political Science from Lipscomb University in 1981 and graduated from Vanderbilt University School of Law. Holds a Series 7 registration.
* Not practicing.
Lauren Anne Olsen, CFP®, CLU®, ChFC®, FLMI
Director of Planning
Primary area of expertise servicing as life insurance specialist working on case development, product design, in force analysis and general life insurance.
Lauren has been instrumental in formulating the Life Growth Team, a group of specialists within the national planning team dedicated to providing training, identifying life insurance opportunities, and promoting concepts, sales themes, products and resources.
Dianna Parker, CFP®
Director of Planning
Primary area of expertise: Broad knowledge of complex estate planning, business succession planning and retirement planning concepts. Frequently hosts a variety of nationally disseminated educational sessions focused on current tax law and financial planning strategies.
Summa cum laude, Master's degree graduate from Southern Methodist University.